Go to RESULTS / Deals
You can select any deal
You will see detailed data about the selected deal. In the example - identifier, client ID, external status, internal status, ordered products, documents and assigned contact.
To edit information stored on a detail page you need to click the 'Edit' button on the detail page of a chosen item or next to it on the overview page.
Now you can edit information stored in the request: client ID, external status, internal status, change campaign name
You can also edit data about ordered products. Click 'Edit' next to a selected product, to edit data about the order
Now you can change quantity, price, VAT, Tax, Discount, and Shipping cost
There is also a possibility to assign a deal to an existing contact
You can delete deals. To do this click the 'Delete' button next to a specific deal on the DEALS OVERVIEW or select a deal and click the 'Delete' button on the DEAL DETAIL page
Besides that, you can add a new deal by clicking on the 'New deal' button
On the DEAL DETAIL page, there is a possibility to view and configure documents
On the DEAL DETAILS page there is the possibility to assign or add additional products
Besides this, you can use a filter to only see deal/s of a specific type